UNH icon

UnitedHealth
UNH

Overview Fund Activity

3,144 hedge funds and large institutions have $435B invested in UnitedHealth in 2022 Q4 according to their latest regulatory filings, with 327 funds opening new positions, 1,280 increasing their positions, 1,213 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,144
Holders Change
+164
Holders Change %
+5.5%
% of All Funds
50.73%
Holding in Top 10
582
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-3.48%
% of All Funds
9.39%
New
327
Increased
1,280
Reduced
1,213
Closed
98
Calls
$4.56B
Puts
$4.52B
Net Calls
+$35.6M
Net Calls Change
-$28.7M

Top Buyers

1
BlackRock
BlackRock
New York
+$1.63B
2
Morgan Stanley
Morgan Stanley
New York
+$1B
3
Barclays
Barclays
United Kingdom
+$704M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$574M
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$489M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$3.03B
2
Capital World Investors
Capital World Investors
California
-$1.34B
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.04B
4
Sanders Capital
Sanders Capital
Florida
-$919M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$737M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSWM
1551
Triangle Securities Wealth Management
North Carolina
$2.34M -$110K -207 -4%
CCM
1552
Compton Capital Management
Rhode Island
$2.33M -$209K -395 -8%
DAM
1553
Deltec Asset Management
New York
$2.33M -$530K -1,000 -19%
AWM
1554
Ameliora Wealth Management
Switzerland
$2.33M +$18K +34 +0.8%
CAAS
1555
Capital Asset Advisory Services
Michigan
$2.33M +$380K +708 +20%
CC
1556
Cypress Capital
Tennessee
$2.32M -$5.3K -10 -0.2%
PCS
1557
Personal CFO Solutions
New Jersey
$2.32M -$41.9K -79 -2%
ACM
1558
Ashford Capital Management
Delaware
$2.32M -$166K -313 -7%
FFG
1559
Frisch Financial Group
New York
$2.32M -$15.4K -29 -0.7%
MP
1560
McDonald Partners
Ohio
$2.31M -$19.6K -37 -0.8%
WKWM
1561
Walter & Keenan Wealth Management
Indiana
$2.31M – – –
GCMG
1562
Gyroscope Capital Management Group
Florida
$2.31M +$882K +1,663 +62%
WR
1563
WD Rutherford
Oregon
$2.31M – – –
WA
1564
WP Advisors
California
$2.31M -$11.7K -22 -0.5%
SIA
1565
Schear Investment Advisers
Ohio
$2.3M +$2.3M +4,342 New
SVCP
1566
Silicon Valley Capital Partners
California
$2.3M +$2.3M +4,340 New
BFA
1567
Beaumont Financial Advisors
Massachusetts
$2.3M -$98.1K -185 -4%
BFA
1568
Brendel Financial Advisors
New Hampshire
$2.29M -$32.3K -61 -1%
AWP
1569
Accretive Wealth Partners
New Jersey
$2.28M +$177K +334 +8%
PAM
1570
Premier Asset Management
Illinois
$2.28M -$1.07M -2,016 -32%
TIMH
1571
Tilt Investment Management Holdings
New York
$2.28M +$2.28M +4,294 New
HCM
1572
HMS Capital Management
Tennessee
$2.26M -$219K -414 -9%
SWA
1573
Stratos Wealth Advisors
Ohio
$2.26M -$38.7K -73 -2%
VT
1574
Vise Technologies
New York
$2.25M +$207K +390 +10%
Twin Tree Management
1575
Twin Tree Management
Texas
$2.25M +$2.25M +4,249 New
61 62
63
64 65